Book Image

Learning Einstein Analytics

By : Santosh Tukaram Chitalkar
Book Image

Learning Einstein Analytics

By: Santosh Tukaram Chitalkar

Overview of this book

Salesforce Einstein analytics aka Wave Analytics is a cloud-based platform which connects data from the multiple sources and explores it to uncover insights. It empowers sales reps, marketers, and analysts with the insights to make customer interactions smarter, without building mathematical models. You will learn to create app, lenses, dashboards and share dashboards with other users. This book starts off with explaining you fundamental concepts like lenses, step, measures and sets you up with Einstein Analytics platform. We then move on to creating an app and here you will learn to create datasets, dashboards and different ways to import data into Analytics. Moving on we look at Einstein for sales, services, and marketing individually. Here you will learn to manage your pipeline, understand important business drivers and visualize trends. You will also learn features related to data monitoring tools and embedding dashboards with lightning, visualforce page and mobile devices. Further, you will learn advanced features pertaining to recent advancements in Einstein which include machine learning constructs and getting predictions for events. By the end of this book, you will become proficient in the Einstein analytics, getting insights faster and understanding your customer in a better way.
Table of Contents (19 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
7
Security and Sharing in Einstein Analytics
Index

Data preparation 


In Einstein, all visualizations are built on datasets. A dataset is a collection of related data in the highly normalized form. You use data source in Einstein Analytics to create reports, dashboards, and business insights. We can create a dataset using the following three different methods:

  • CSV
  • Salesforce data
  • Informatica Rev / external data source

The easiest way is to get a CSV file from reports. Let's take a look at the following steps:

  1. Create a report on an account, export it to a CSV file named Account_data.csv, and save it to your local drive.
  2. Let's go to Einstein Analytics. To open Einstein, open the Trailhead Data Manager drop-down list at the top-right corner and select Analytics Studio:

>

  1. If you are in the Lightning mode, select Analytics Studio in the App Launcher section, as shown in the following screenshot:

Hurrah!!!! You have successfully logged in to Einstein Analytics.

Let's get familiar with the environment and create your first dataset using the dataset builder...